Retirement Readiness Tool
See how home equity impacts your clients’ retirement plans
- Retirement prep tool—no software license required
- Calculate a readiness score with 6 simple inputs
- Easy-to-read reports: save, print and share
- Custom web link to send clients
Methodology provided by Dr. Wade Pfau
Reverse Mortgage Estimator
A simple way to get a quick, online estimate
- Learn how much cash your clients may receive
- Get results instantly
- Run as many scenarios as you wish
- Offer as much or as little information as you like
Advisor Help Line
855-246-1765